The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months, but markets may be under-pricing the risk in...

Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...

In the next two decades, the world’s 900 major cities will experience a combined population increase of nearly 600 million people. While the largest...

Our updated Housing Affordability Indices (HAIs) show affordability declined in Q3 2021 at the national level in the US and Canada as income gains...

Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern border....

The US Recovery Tracker fell 0.7ppts to 97.1 in the first week of January, down for a fourth straight week. With the holiday season drag now largely...

Much has been written about the rebound in US retail fundamentals with some real estate commentators suggesting that the strengthening near-term...

This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security and Cooperation in Europe (OSCE), have...

After decelerating in Q3, US GDP growth resumed a healthy pace in Q4, and is expected to hold steady in 2022, notwithstanding the potential short...

The Infrastructure Investment and Jobs Act (IIJA) will deliver a 2% boost to US construction activity over the next two years, about five times...